Invoice Consumables

Why can't I invoice against consumables for a participant.

The reason you can't invoice against Consumables for a participant is due to the Service Contract not having the Consumables category budget.

 If you click New in the Plan Budget table, you can add Consumables as well as the budget amount. When you do this, you may need to adjust Daily Life or ASCP. An example is you might take $1000 from ASCP in the Core Budget to use for the Consumable budget. Careview is designed to enable you to adjust Core Category budgets as needed.



    • Related Articles

    • Creating a service contract

      To create a service contract for your client, go to the CRM section on the menu, click on Clients and select your client. On the Client Profile screen, go down to the Client Funding section and click the new link on the right hand side. The Create ...

    • How to sync in budgets for an existing Service Contract with PACE Integration

      Careview's PACE integration can be used to save time. This is because instead of needing to enter in data manually the information can be synced into Careview from the NDIS PACE portal. This guide outlines the process if you are wanting to sync in ...

    • Create a Service Contract

      1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.      In the Client Funding table below the Client Details, click New. 3.      The Create New Contract screen displays. ...

    • How to setup a Service Contract for a PACE participant

      Please note before this can take place your organisation will need to be PACE active (please contact support@careviewapp.com if not). Also your client will need to have the NDIS PACE participant check box enabled. More on this can be found in our How ...

    • Clone a Service Contract

      Careview enables you to create a new Service Contract by copying specific information from a current client Service Contract. Use the following steps to clone an existing Service Contract; 1. Open the Client Profile record (click CRM in the menu, ...